Bradley A. Combs
ACROPOLIS INVESTMENT MANAGEMENT, L.L.C.
St. Louis, MO 63017
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CRD#: 5900086
Professional summary
Bradley A Combs, CFP® is a registered financial advisor currently at ACROPOLIS INVESTMENT MANAGEMENT, L.L.C. located in St. Louis, Missouri.
Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Bradley has worked at 2 firms .
Biography
Brad works with clients on providing proactive customized financial planning that meets their specific needs. He helps clients achieve their financial goals with as little stress as possible, while along the way creating a long term relationship. Brad believes a personal connection is important in the advisor-client relationship and genuinely wants to help clients build a successful and rewarding plan.
Brad is a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER™ professional and received a B.S. in Accounting from Rockhurst University. Brad is a native of St. Louis and resides in Ballwin with his wife Emily and their three children.
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Insurance Planning
Retirement Planning
Social Security Planning
Comprehensive Financial Planni...
Tax Planning
Investment Planning
Education Planning
Do you have an area of expertise or specialization?
College/Education Planning
High Net Worth Client Needs
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Tax Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Bradley A Combs's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2011
Experience
Current
July 29, 2019 - Present
ACROPOLIS INVESTMENT MANAGEMENT, L.L.C.
Office #1: 14567 North Outer Forty Road Suite 200, St. Louis, MO 63017RIA
CRD#: 121307
St. Louis, MO
Past
April 14, 2011 - August 21, 2019
PARADIGM FINANCIAL ADVISORS LLC
RIA
CRD#: 108090
DES PERES, MO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AI
ACROPOLIS INVESTMENT MANAGEMENT, L.L.C.
ACROPOLIS INVESTMENT MANAGEMENT, L.L.C. | ULLICO RETIREMENT SOLUTIONS ("URS")
CRD#: 121307 / SEC#: 801-61444
RIA
Registered Investment Advisory firm - (8/27/2002 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Missouri(7/29/2019)
Exams
Current Firm
AI
ACROPOLIS INVESTMENT MANAGEMENT, L.L.C.
ACROPOLIS INVESTMENT MANAGEMENT, L.L.C. | ULLICO RETIREMENT SOLUTIONS ("URS")
CRD#: 121307 / SEC#: 801-61444
RIA
Registered Investment Advisory firm - (8/27/2002 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
14567 North Outer Forty Road Suite 200, Chesterfield, MO 63017
Mailing Address
Phone number
(888) 882-0072
Established
Firm type
Fiscal year end
# of Employees
43
SEC notice filing (24 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,767 |
| AUM (Assets Under Management) | $ 2,196,677,599 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/02/2025 | ||
| 02/27/2025 | ||
| 08/22/2023 | ||
| 12/28/2022 |
Red Flags
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Company Information
ACROPOLIS INVESTMENT MANAGEMENT, L.L.C.
CRD#: 121307St. Louis, MO 63017TRUST BUT VERIFY
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